Manager Private Client Tax Compliance

5 - 9 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Private Client Tax Compliance Manager at Forvis Mazars, your role will involve providing personal tax compliance services to a diverse range of clients, such as business owners, private individuals, trusts, and estates. You will be responsible for building strong relationships with clients and team members, offering pragmatic advice, and ensuring exceptional service delivery. Collaboration with various teams within the organization and a commitment to excellence are key aspects of your responsibilities. Key Responsibilities: - Respond efficiently to client queries - Keep WIP analysis and billing up to date - Maintain files at an appropriate standard for QCR purposes - Ensure timely completion and submission of personal, trust, and estate tax returns - Manage and develop a team of private client tax professionals - Liaise with HMRC on various issues - Produce high-quality work in compliance with the Firm's policies and regulatory requirements Qualifications Required: - Holds a relevant professional qualification (e.g., CTA) or equivalent experience - Extensive experience in personal tax services - Experience in managing a personal tax portfolio - Experience in training and managing a team to support work delivery - Proficiency with personal tax on CCH Central would be an advantage At Forvis Mazars, diversity is embraced, and there is a commitment to fostering an inclusive culture where everyone feels valued, heard, and empowered. Equal opportunities for growth and advancement are provided regardless of background, identity, or experience. Join a global team at Forvis Mazars where your unique perspective contributes to shaping a more equitable and innovative future.,

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Forvis Mazars logo
Forvis Mazars

Accounting / Audit / Tax

Kansas City

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